Turn Financial Knowledge Into Action
We Help You Navigate Your Vision With Confidence
Whether you are embarking on the journey of establishing a nonprofit organization, launching an exciting new business venture, or thoughtfully planning a family trust for your loved ones, our dedicated consulting services team is here to support you through each phase of the process, ensuring you move forward with unwavering confidence, clear understanding, and genuine care for your goals and aspirations.
Unlocking New Heights
Transform Your Knowledge Into Impact
Understanding financial literacy is powerful—but applying it is transformational.
At New Foundations, we offer personalized consulting services that help you implement the strategies taught in our educational series. Whether you’re an individual trying to protect your family’s future, a leader launching a new nonprofit, or a business owner seeking tax-efficient structuring—we’re here to walk alongside you.
We specialize in helping purpose-driven people structure their lives and organizations for growth, protection, and generational impact.
Tailored Consulting
Strengthen Your Journey With Tailored Consulting
PMA & 508(c)(1)(a) Setup
Learn how to legally establish a Private Membership Association (PMA) or 508(c)(1)(a) church-based entity to safeguard your mission, operate privately, and build sustainable income with First Amendment protection.
We guide you through entity creation, founding documents, bylaws, compliance strategy, and ongoing operation.
Trust Creation & Asset Protection
Protect your family, assets, and business from lawsuits, taxes, and probate through properly formed revocable or irrevocable trusts.
We walk you through estate planning, succession models, and family governance tools that keep wealth protected for generations.
Business Structuring & Entity Stacking
Choosing the right business structure is not just a technical decision; it’s the foundation of your entrepreneurial journey and can significantly shape your path to success.
We empower you to navigate the complexities of LLCs, S-Corps, C-Corps, and hybrid models, ensuring that you understand the unique advantages and potential drawbacks of each option.
Merchant Processing Buy-In & Profit Models
Unlock passive income through merchant processing partnerships.
We help consultants, PMAs, and business owners tap into merchant spreads and commission models to generate recurring revenue from your own or your clients’ transactions.
SBA Loans & Grant Strategy
Our expert team specializes in crafting grant and loan-friendly business plans that not only outline your mission but also resonate with potential investors and funding sources.
With our support, you will be equipped to create a compelling and fundable narrative that captures the essence of your mission and showcases the impact you aim to make.
Legacy & Tax Efficiency Planning
Build enduring generational wealth through a strategic blend of PMAs, trusts, nonprofits, and various business ventures.
Our mission is to empower you to effectively diminish tax liabilities, sidestep the complexities of probate, and thoughtfully prepare for the profound impact you can make over the next 50 years and beyond.
Are You Ready To Protect Your Future
Your legacy, your family, and your mission deserve protection and it starts with knowledge. At New Foundations, we make it possible for everyday people to access the same legal tools used by the wealthy without the high cost or complexity. Whether you’re just learning about trusts and 508(c)(1)(a)s or you’re ready to set up your own, we’re here to walk beside you. This is about more than paperwork, this is about reclaiming your autonomy and securing your legacy for generations to come.
Meeting You Where You are Now
Empowering Every Dreamer On Their Path To Success
We embrace the unique journeys of families, entrepreneurs, nonprofit leaders, and community organizers, providing tailored support to help you unlock your full potential. Whether you are a parent planning for your children’s future, a small business owner navigating challenges, or a leader in the nonprofit sector seeking impactful strategies, our dedicated team is committed to empowering you with the knowledge and tools needed to thrive.
We understand that each path is different, and our mission is to meet you where you are, guiding you through the intricacies, so you can confidently pursue your aspirations and create lasting change within your community.
